Paraplanner – Investments & Mortgages | CPD & Growth

Ernest-Gordon-Recruitment-Limited; Guildford; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Progression

Training

CPD events

Company benefits

Staff wellbeing

Job summary

Ernest-Gordon-Recruitment-Limited is seeking a Paraplanner in Guildford to analyse fact-finding data and prepare suitability reports. You’ll use specialist paraplanner software and work with IFA’s to guide client recommendations.

The role offers training and progression opportunities, monthly CPD events, and a supportive working environment with regular pay and staff wellbeing at the fore. Commutable distance to Guildford is required.

Qualifications

• Experience as a Paraplanner.
• Willingness to commute to Guildford.
• Interest in CPD and upskilling.

Responsibilities

• Analyse fact-finding data to build suitability reports.
• Use paraplanner software to amend and mould template reports.
• Work with IFA’s for client recommendations.
• Keep up to date with regulatory and compliance knowledge.
• Use Paraplanner software such as Synaptics, Square Mile, and Paraplanner Online.

Skills

Fact-finding analysis

Suitability reports

Client recommendations

Regulatory knowledge

Tools

Synaptics

Square Mile

Paraplanner Online

Job description

Ernest-Gordon-Recruitment-Limited is seeking a Paraplanner in Guildford to analyse fact-finding data and prepare suitability reports. You’ll use specialist paraplanner software and work with IFA’s to guide client recommendations.

The role offers training and progression opportunities, monthly CPD events, and a supportive working environment with regular pay and staff wellbeing at the fore. Commutable distance to Guildford is required.